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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Judith Williams who wrote (44815)7/23/2001 12:22:04 PM
From: hueyone  Read Replies (1) of 54805
 
10-fold increase in revenues applies to Forrester Research's estimates for B2B commerce in general--from $604b in 2000 to $6.3 trillion by 2004.

Thanks for the excellent hunt report. However, I am extremely skeptical of using predicted growth rates from Dataquest, IDC or Forrrester Research. A year ago, Dataquest, IDC and Forrester Research were full of predictions like the one above for nearly every segment in technology. They could not have been more off the mark. I would also be extremely skeptical about any industry's ability to grow at near tornado rates from a trillion dollar base. Remember the old investment saw: "If it sounds too good to be true, it probably is too good to be true."

Best, Huey
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